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Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams rich in diversity. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.Senior Manager Finance – Project Management &nbsp;EG120At Bristol Myers Squibb, we are inspired by a single vision – transforming patients’ lives through science. In oncology, hematology, immunology and cardiovascular disease – and one of the most diverse and promising pipelines in the industry – each of our passionate colleagues contribute to innovations that drive meaningful change. We bring a human touch to every treatment we pioneer. Join us and make a difference.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Position SummaryThe Senior Manager Finance Project Management position plays a pivotal role in supporting the efficient execution of projects within the Finance of the Future Program. Reporting directly to the Associate Director Finance Portfolio Management, the Senior Manager Finance Project Management will support projects that optimizing finance processes, driving efficiency and ensuring alignment with organizational goals. The successful candidate will be a detail-oriented, organized and proactive individual who thrives in a fast-paced environment and can effectively collaborate with cross-functional teams.Key ResponsibilitiesProject Leadership:<ul><li>Lead and manage Finance projects/initiatives from initiation to completion, ensuring they are delivered on time and within budget.</li><li>Collaborate with cross-functional teams to define project scope, objectives, and deliverables.</li><li>Develop comprehensive project plans and timelines.</li><li>Assist in resolving escalated project issues and risks, fostering collaboration and facilitating communication among project stakeholders.</li></ul>Subject Matter Expertise:<ul><li>Serve as Finance subject matter expert, providing guidance to project team members.</li><li>Stay up-to-date with industry trends, best practices, and regulatory changes to ensure Finance compliance and effectiveness.</li></ul>Change Management:<ul><li>Support &nbsp;change management initiatives related to Finance process improvements, ensuring seamless transitions and user adoption.</li></ul>Stakeholder Collaboration:<ul><li>Foster strong working relationships with Finance of the Future global program team members, department heads, and external partners to drive successful project outcomes.</li><li>Act as a liaison between Finance and other departments to ensure alignment of project goals with organizational objectives.</li></ul>Risk and Issue Management:<ul><li>Monitor project risks and issues and provide status updates.</li></ul>Budget Tracking:<ul><li>Assist in tracking project budgets and expenses.</li><li>Collaborate with the finance department to ensure accurate financial reporting.</li></ul>Quality Assurance:<ul><li>Assist in maintaining project quality standards and adherence to best practices.</li><li>Participate in quality reviews as required.</li></ul>Stakeholder Engagement:Foster positive relationships with key stakeholders, including executives, department heads and project sponsors.<ul><li>Communicate portfolio status, progress and performance to stakeholders through regular reporting and presentations.</li></ul>Qualifications &amp; Experience<ul><li>Bachelor's degree in Accounting/Finance required (Master's degree preferred)</li><li>Working knowledge of financial planning, performance management and financial close are highly desirable.</li><li>A minimum of 5 years of professional experience is required, with at least 1+ years in project, business transformation and/or equivalent, with a track record of successfully managing multiple projects.</li><li>Strong analytical, problem-solving, project management and decision-making skills.</li><li>Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams.</li><li>Strategic thinking and the ability to align projects with organizational goals.</li><li>Ability to lead and influence cross-functional teams without direct authority.</li><li>Knowledge of change management principles and practices.</li><li>Project Management Professional (PMP) or PSM/CSM – Professional/Certified Scrum Master certification is highly desirable.</li><li>Ability to work independently and as part of a team in a fast-paced environment.</li><li>Ability to adapt to changing priorities and manage multiple tasks effectively.</li></ul>#LI_HybridIf you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in an inclusive culture, promoting diversity in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has a diverse occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.

Bristol Myers Squibb

Senior Manager Finance – Project Management

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-North HarrisLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Lone Star College-North Harris, nestled on 200 acres of piney woods, is the original and largest college in the Lone Star College System family. Serving the community for more than three decades, LSC-North Harris offers more than 60 programs of study, including university-transfer and numerous education courses and programs. LSC-North Harris is keenly focused on leading-edge technology in emerging technical job fields.Location address is 2700 W.W. Thorne Drive, Houston, TX 77073.Job DescriptionPURPOSE AND SCOPE:The Coordinator I, Upward Bound will be responsible for providing academic support to low-income, under-served, and first-generation students by coordinating different academic and cultural activities. Provide academic and financial advising, as well as sociocultural exposure to underserved low-income, first-generation Upward Bound students to promote graduation from high school and the timely attainment of a post-secondary degree. Assist the Director in retention efforts, as well as in the overall mission of the Upward Bound program by maintaining contact with students, parents, and alumni throughout the academic and summer components of the program.This is a temporary, grant-funded position.Continuation of the position from one academic year to the next is contingent upon continued grant funding.ESSENTIAL JOB FUNCTIONS:<ul><li>Develop Individual Academic Plan with each student to foster necessary skills for academic success in college</li><li>Advise and assist high school students &amp; dual credit students on their academic coursework, college admissions process, and long-term academic plans</li><li>Monitor students' academic progress &amp; submit monthly advising reports; Track and record daily statistical information regarding transcripts, transcript evaluation, and diplomas</li><li>Plan and implement academic, financial, and sociocultural workshops for Upward Bound students and parents to be presented during the monthly Lunch and Learn Workshops, Saturday College Preps, or the yearly Upward Bound Summer Program.</li><li>Utilize and leverage contacts and relationships with Lone Star College colleagues as well as community members to complete job tasks and assignments</li><li>Coordinate, conduct, and communicate events with local area high schools, dual credit schools, and outside organizations; promote student participation in the program through innovative activities such as raffle drawings, scholarships, &amp; support activities.</li><li>Manage the recruiting process of students into the Upward Bound program at different school campuses. Participate in high school events and special programs</li><li>Research and maintain up to date knowledge of academic programs, college admissions process, financial aid process, assessment, and academic advisement</li><li>Collect and input student contact data for multiple event types including weekly advising, monthly tutorials, Saturday College Preps, and other official functions</li><li>Evaluate student account concerns involving Financial Aid with the use of Lone Star College systems and the Department of Education Data Systems</li><li>Respond to student/parent questions through telephone, e-mail, and oral &amp; written forms of communication</li><li>Responsible for other reasonable related duties as assigned</li></ul>KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>Strong attention to accuracy and detail</li><li>Excellent knowledge of general office and software applications</li><li>Ability to prepare and analyze reports</li><li>Possesses good organizational skills</li><li>Ability to prioritize duties</li><li>High level of customer service</li><li>Ability to maintain confidentiality</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE AND CONDITIONS:<ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>Associate degree or higher and at least 1 year of experience, or an equivalent combination of education and experience</li></ul>SalaryHiring salary range is $38,761 - $44,575Lone Star College provides a hiring salary range for all posted full-time non-faculty positions. Where your salary offer would fall in that range is determined by your related experience and education. Should you receive an offer of employment from Lone Star College, the resume submitted in the application process will be utilized to calculate your salary offer. The information outlined below will provide the Office of Human Resources everything needed to determine an accurate starting salary.Your resume should provide a complete picture of your work experience. The resume should include the following information for each position listed:<ul><li>Length of time (specific months and years) of employment</li><li>If the position was full time or part time</li><li>If the position was paid or unpaid</li><li>Level of degree completed including date earned.</li><li>Unofficial transcript for highest earned degree</li></ul>Additionally, any certifications listed as required or preferred in the Lone Star College job description should be included in the resume submitted.Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment and excellent work/life balance. This includes a full comprehensive and competitive benefits package, a generous number of paid holidays and vacation days, wellness programs, tuition waiver, professional development opportunities and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Coordinator I, Upward Bound-Grant-Funded

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Vice President, Wealth Planner - Columbus, OH

<h3>Job Description:</h3>You will help address large DB plan sponsor Actuarial and Enterprise and DCNQ needs with our comprehensive solutions. Our strategies include industry leading DB Actuarial, coordinated Investment and supporting Administration Services including DB and DCNQ. The leader will collaborate across organizations to optimize our effort. Large Actuarial relationships represent an attractive long-term growth opportunity for Fidelity. Further, sustaining and continuing to promote Fidelity’s position as the market leader in the DCNQ space is of paramount importance and you will need to apply your sales skills to this domain as well.<h3>The Team</h3>The sales leader will work with Fidelity Workplace Consulting, Relationship Management, existing DC client and non-client DB plan sponsors, Sales and Consultant Relations to grow the business. Fidelity’s combination of services represents an outstanding value proposition to plan sponsors in a multifaceted DB and DCNQ markets.The Expertise You Have <ul><li>Bachelor’s degree</li><li>15+ years WI Sales experience across multiple products, including direct sales through sophisticated deals to large organizations.</li><li>Relationship Management and Sales experience (ideally, both as an individual contributor and leader) with an ability to navigate a matrixed organization, influence business leaders / partners and product development, bringing forward tailored solutions</li><li>Sales discipline and strong pipeline management skills</li><li>Expertise mentoring senior and developmental talent to address business development efforts</li><li> A consultative and strategic sales mindset and a willingness to collaborate across Fidelity Workplace Consulting to leverage strategic approaches with your sales approachWorking with leadership to drive a multi-year strategy and effort</li></ul><h3>The Skills You Bring</h3><ul><li>Senior institutional sales professional with outstanding prospecting, presentation and closing skills.</li><li>Experience working on sophisticated sales opportunities.</li><li>Crafting and implement processes to ensure accurate CRM data, activity-based coverage,</li><li>Prospecting systems for yourself and others and senior relationships selling strategies.</li><li>Leading cross-functional and organizational sales efforts.</li><li>Thinking creatively and innovatively about sponsor needs, product / service development, coordinated marketing efforts and effective sales positioning / presentations.</li><li> Ability to understand DB and DCNQ products/ technical specifics, including Actuarial, related Investment (LDI, other) and supporting Administrative services.</li><li> Participating as part of multi-product combination sales efforts (DB Actuarial, DB / DC Administration).</li><li>Others respond successful to your influence, mentorship and process design / execution.</li><li>Prospecting and selling skills, instilling confidence and capability in associates without extensive sales strengths or experience.</li><li>Sales discipline and pipeline management skills</li></ul><h3>The Value You Deliver</h3><ul><li>Collaborating with Consultants, Actuaries, Relationship Managers, and other Sales Account Executives to identify viable prospects and build new opportunities;</li><li>Engaging sponsors directly (including activity-based prospecting of external prospects) and close deals.</li><li>Working with Actuarial leads and assigned actuaries to identify and target opportunities.</li><li>Mentoring and developing new business development capabilities, process and organization among Actuaries</li><li>Maintaining detailed understanding of the technical aspects of Defined Benefit Actuarial and positions Fidelity’s product in an effective manner.</li><li>Working with external DB Consultants (including Actuarial SMEs) to promote Fidelity’s capabilities.</li><li>Delivering presentations and materials describing product features, concepts and process in a language that is significant to the client audience.</li><li>Efficiently documents activity and ensures clean and accurate data is collected in CRM to successfully lead sales process.</li></ul><h3>Certifications:</h3><h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

VP, Defined Benefit/Non Qualified Account Executive

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Planning Consultant - Greenwich, CT

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Mountain View, CA

<h3>Job Description:</h3>The RoleAs a Client Service Manager III within our Institutional Wealth Management Services, you will coordinate operations and service experiences for assigned Clearing correspondent broker-dealer clients. This role focuses on project management, high-level initiatives, customer concerns, and using strategic partnerships across the NF platform. You will be the face of Fidelity, representing our elite service team and dedicating your expertise to our clients and their businesses. This opportunity stands out due to our dedication to encouraging professional growth, providing substantial responsibility, and driving ground-breaking projects!<h3>The Value You Deliver</h3><ul><li>Cultivate positive relationships with key decision-makers and their direct reports, uncovering opportunities to boost happiness, quality, and efficiency for both your client and Fidelity.</li><li>Boosting operational efficiency by educating and training correspondent firms on technological tools, sharing operational standard methodologies, and assisting clients in using Fidelity’s service model.</li><li>Serving as an advocate for your correspondent firms by being the voice of your client to our service, processing, product, and Risk, Legal, and Compliance organizations.</li><li>Running pivotal initiatives and projects that lead to increased client happiness and operational efficiency, sharing operational metrics with clients to demonstrate their performance on the platform.</li><li>Representing Fidelity as an operational consultant to your correspondent clients.</li><li> </li></ul><h3>The Expertise You Have &amp; Skills You Bring</h3><ul><li>10+ years of experience in Brokerage Operations and/or Service</li><li>Client-facing experience highly preferred</li><li>Project management experience preferred</li><li>Business analysis and consulting experience is a plus</li><li>A relevant Bachelor’s degree or equivalent experience is preferred</li><li>Series 7 license preferred</li><li>Outstanding interpersonal and client service skills</li><li>Shown success in developing strong professional relationships</li><li>Strong problem-solving and consultative skills</li><li>Ability to lead the execution of initiatives</li><li>In-depth industry and brokerage knowledge</li></ul><h3>The Team</h3>The Fidelity Institutional Client Experience Division (CE) is committed to providing outstanding customer service through innovation, dedication, and a commitment to excellence. As a CSM, you will ensure a flawless and robust service experience, developing positive relationships that foster lasting trust, dedication, and happiness. Our team thrives on collaboration, and we closely adhere to our principles of inclusion and diversity, making sure every voice is heard.The base salary range for this position is $71,000-$120,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Client Service Manager, Institutional Wealth Management Services

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Services Representative - Paramus

Position Title: Tenant Coordinator Location: Jericho, NY Full Time/Part Time: Full time Req ID: R250-2025 Description: ******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** Kimco Realty, the leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties that are perfectly positioned in first-ring suburbs of the top MSAs across the U.S., is currently seeking a Tenant Coordinator to join our collaborative, challenging, growth oriented team. The Tenant Coordinator will be responsible for construction execution, tenant communication and processing of Tenant Improvements (TI) and Tenant Allowances (TA) for all new tenants. This role will act as the primary liaison between Kimco and the tenant from the point of lease execution, up until the time the space is delivered by the Property Manager, the time final documents are received, or when the final TIA payment is made.Responsibilities will include:<ul><li>Track all deals for lease execution</li><li>Send Kimco Welcome Packages to all new tenants (Property Manager)</li><li>Obtain tenant contact information and populate in Sales Force</li><li>Set up CTI budget for all deal related costs</li><li>Collect and validate all required documentation from tenant</li><li>Process TIA payments</li><li>Collect sign renderings from tenant and forward to PM or CM for approval</li><li>Coordinate the transfer of utility accounts for tenants moving in/moving out</li><li>Track the permitting and bidding process by each tenant</li><li>Monitor critical milestone dates to ensure timely completion of work</li><li>Review and approve tenant construction drawings</li><li>Oversight of small tenant interior / exterior projects</li></ul>Requirements:<ul><li>Bachelor’s degree or equivalent, relevant experience</li><li>3+ years of directly relevant experience in commercial real estate, ideally retail</li><li>Prior experience with document review, inclusive of certificates of insurance, contractor indemnity and lien releases</li><li>Ability to read and understand construction drawings</li><li>Retail real estate construction experience strongly preferred </li></ul>Kimco Realty is an Equal Opportunity Employer – Veteran/Disability. About Us: Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders. Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and rapidly expanding Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week. Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of December 31, 2024, the company owned interests in 568 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. PI265698316

Kimco Realty Corporation

Tenant Coordinator

Position Title: Property Operations Coordinator Location: Miami, FL Full Time/Part Time: Full time Req ID: R211-2025 Description: ******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Property Operations Coordinator to assist and support the General Manager with the day-to-day management of their lifestyle property. Primary focus is related to administrative functions and tenant / vendor relations including, but not limited to the following: collection of vendor bids and preparation of contracts related to repairs, maintenance and Capital Improvement projects; review and coding of all vendor invoices; coding and processing of all Job Cost related documents; re-class of expenses; coordination of vendor work, annual inspections (ex. Fire systems, alarm systems, backflows etc.), open &amp; close of utility accounts; vacancy cleanouts and vacancy profiles; assist General Manager in maintaining Emergency Response Plans for each site, including current contact information for all “first responders”, tenants, utilities, etc.; assist General Manager with the preparation of annual budgets; coordination of travel and expense reports;Daily review and response to cases logged in Kimco’s Customer Service platform; issue work orders to vendors and follow-up to ensure work orders have been completed; maintain a Best-In-Class relationship with tenants via verbal and written communications.Requirements:<ul><li>Background in retail commercial real estate </li><li>At least two years of experience in a fast-paced corporate setting </li><li>Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Access)</li><li>Bachelor's degree or equivalent working experience</li><li>Prior administrative experience</li></ul>Kimco Realty is an Equal Opportunity Employer – Minority/Female/Veteran/Disability/Sexual Orientation/Gender Identity or Expression. About Us: Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders. Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and rapidly expanding Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week. Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of December 31, 2024, the company owned interests in 568 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. PI265698327

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